Importing and exporting customer information

Owned by Jeansen Diane Pacatang (Unlicensed)
Last updated: Mar 06, 2022
2 min read

You can add customers to the Mibo account either manually or by importing a file that contains all the customer information. This section provides information on adding customers through the import process. If you prefer to add customers manually, refer to Adding a new customer manually.

Importing customers

To import customers to Mibo, follow these steps:

  1. Click Customer > Customers in Mibo. The following Customers page is displayed.

     

  2. Click Import Customer. The following page is displayed.

     

  3. Click Download Template to download the CSV template file.

  4. Use the file as a guide and then create your own customer import file.

     

  5. Drag the file to Mibo and then check the estimation record.

     

  6. Click Save. An Import Success message is displayed.

  7. Click OK. The page is then redirected to the Customers page where you can see the newly imported customers.

Notes:

  • The mobile number is a required information when importing customers to Mibo.

  • Make sure to check the estimation record before saving the import process.

  • The Mibo bulk import feature will automatically check the import file:

    • If the customer mobile number already exists in Mibo, the customer email and name will be updated based on the imported CSV file.

    • If the customer mobile number does not exist, a new customer will be created.

Exporting customers

To export a list of all your existing customers with their information, click Export My Customer in the Customers page. A CSV file with the customer information is automatically downloaded to your computer.

This file contains information of the customers that you can also find in the Customer 360 view.

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